See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,180 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL4 years Service code 49 325 COLUMBIA TURNPIKE STE 106 · FLORHAM PARK, NJ 07932 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,332 | $54,517-18.7% | $75,972-41.6% | $74,495-40.5% |
| Participation rate | 48.1% | 60.3%-12.2pp | 69.1%-20.9pp | 67.2%-19.1pp |
| Annual return | 14.41% | 31.82%-17.4pp | 359.55%-345.1pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $591 | $1,777-66.7% | $2,685-78.0% | $2,623-77.5% |
| Participant deferral / active EE | $2,834 | $3,066-7.5% | $4,255-33.4% | $4,346-34.8% |
| Admin fee / account holder | $27 | $2,229-98.8% | $6,467-99.6% | $1,942-98.6% |